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The Financial Industry Regulatory Authority (FINRA) may be facing its toughest technology challenge ever with the Consolidated Audit Trail (CAT). With complex and evolving business requirements, robust performance and scaling considerations, serious security posture scrutiny, and a timeframe of under one year to pull it all together, everyone (especially the broker-dealers subject to reporting) wants to know: will they really get it done on time?
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Divisional sales managers play a key role within asset management distribution teams. With the rise of data-driven client engagement models, asset managers are increasingly adopting innovative and flexible sales structures in order to meet advisors’ needs more efficiently and effectively.
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Your health plan’s encounter submission processes are in place with files getting submitted like clockwork, so you can sit back and relax, right? No! More than 80% of revenue for a typical Medicare Advantage (MA) health plan is risk-adjusted revenue, and if you aren’t continuously evaluating and reconciling encounter submission and response files, you could be missing out on millions of dollars in annual revenue.
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Attendees at this year’s IASA conference were treated to a look into the future of insurance investment accounting and operations with SS&C Singularity. The Singularity team showcased AI and machine learning at a booth that not only presented demonstrations of the new product, but gave attendees an opportunity to step into the world of virtual reality.
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In an environment where passive strategies look set to dominate the future investment landscape, are vendors providing technology solutions that meet the needs of today’s asset managers?
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In response to existing and emerging security risks to your customers’ records, you should implement, maintain and evidence three enhanced practices within your internal technology environment. Furthermore, you should demand the same of your critical third-party vendors.
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The Opportunity Zone Fund conversation has remained a consistent topic throughout 2019 and we are still in the first Inning of the program. There have been a number of events, seminars, conferences, webinars and discussions regarding Opportunity Zone Funds and how to participate in the benefits.
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